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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,134 | $70,366-89.9% | $66,674-89.3% | $138,895-94.9% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.7%-48.7pp | 79.9%-54.9pp |
| Annual return | 22.27% | 386.41%-364.1pp | 321.24%-299.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $202 | $2,765-92.7% | $2,620-92.3% | $4,194-95.2% |
| Participant deferral / active EE | $202 | $4,374-95.4% | $4,084-95.1% | $6,396-96.8% |
| Admin fee / account holder | $132 | $5,262-97.5% | $5,098-97.4% | $12,562-98.9% |